Symmetry Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Symmetry Partners’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,889	Closed	-$2.49M	–	225
2025 Q4	$2.49M	Buy	+20,889	New	+$2.48M	0.15%	55
2025 Q2	–	Sell	-42,166	Closed	-$4.16M	–	159
2025 Q1	$4.16M	Buy	+42,166	New	+$4.57M	0.58%	37
2024 Q2	–	Sell	-15,802	Closed	-$1.45M	–	553
2024 Q1	$1.45M	Sell	15,802 -289,540	-95%	-$25.8M	0.11%	127
2023 Q4	$27.3M	Buy	305,342 +158,958	+109%	+$13.2M	1.47%	18
2023 Q3	$11.8M	Buy	+146,384	New	+$12.4M	0.64%	39
2021 Q2	–	Sell	-54,296	Closed	-$4.56M	–	673
2021 Q1	$4.56M	Sell	54,296 -35,626	-40%	-$2.96M	0.33%	56
2020 Q4	$7.23M	Buy	89,922 +50,466	+128%	+$3.89M	0.56%	34
2020 Q3	$2.9M	Buy	+39,456	New	+$2.79M	0.25%	61
2019 Q3	–	Sell	-22,934	Closed	-$1.37M	–	386
2019 Q2	$1.37M	Buy	+22,934	New	+$1.34M	0.28%	54
2019 Q1	–	Sell	-23,470	Closed	-$1.16M	–	439
2018 Q4	$1.16M	Buy	23,470 +18,130	+340%	+$959K	0.3%	53
2018 Q3	$313K	Buy	+5,340	New	+$304K	0.12%	41

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Symmetry Partners's XLY Position: Q1 2026 in Review

Symmetry Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 20,889 shares — an estimated $2.49M sold.

Symmetry Partners first reported a position in XLY in Q3 2018 and held it in 11 quarters. The position peaked at $27.3M in Q4 2023. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Symmetry Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Symmetry Partners sold 20,889 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.49M.
Symmetry Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and held it in 11 quarters.
Symmetry Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $27.3M in Q4 2023.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.